Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : YURI ( YURI SYSTEM ) -- Ignore unavailable to you. Want to Upgrade?

To: Keith A Walker who wrote (175)	11/18/1997 10:35:00 PM
From: Miles Rhyne Hoffman, CFA	Read Replies (2) \| Respond to of 1181

Yuri is not capable of becoming another Cisco. The professors who started Cisco were the "inventors of networking" (in essense; in reality, the DOD lead, as usual, and several companies were creating proprietary networks on their own systems. Cisco created wide area networking amoung all these proprietary systems by doing the protocol translation). Yuri is evolution, not revolution. ATM is just another step in networking, abeit one I think will become a major one (I own Yuri) because I think the corporate networks that are currently data only will move toward the "voice-video-data" mode aka the telecoms. Cisco is the antithesis of bureacracy. It has been described as "managed chaos." Acquisitions are a major part of Cisco's strategy - it doesn't have time to invent the next best technology. You tell me what bureacracy can do an acquisition in 3 weeks - or less - start to finish! Employee bonuses depend on customer satisfaction levels. NO ONE listens to their customers like Cisco. During AOL's well publicized brown-out, Cisco had service personnel "live" at AOL during the 2 day episode, even though Cisco equipment WAS NOT responsible. No other vendor did the same. Lucent, however, is also a tremendous company. If they "endorse" Yuri via an OEM arrangement, this is all I need to know. I think Yuri will do real well; however, there are too many innovators out there to be real comfortable with Yuri at an early stage of ATM (even though ATM has been talked about for a few years, it appears to be significantly emerging in the last 12 months, and I think it is EARLY yet). Besides, Cisco is getting into ATM also. I got to go, but I'll leave you with a math problem: If Cisco continues to grow at its historical rate, it will employ the whole planet in something like 14 or 20 years. Where will Yuri get their employees from?